Ownership history in LEUTHOLD GROUP, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in Morgan Stanley (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 70,029 | +165 | +0.2% | 1.34% | $12.4M | $176.56 |
| 2025 Q3 | ADDED | 69,864 | +2,218 | +3.3% | 1.22% | $11.1M | $157.13 |
| 2025 Q2 | REDUCED | 67,646 | -1,016 | -1.5% | 1.14% | $9.5M | $138.28 |
| 2025 Q1 | REDUCED | 68,662 | -5,301 | -7.2% | 1.04% | $8.0M | $113.62 |
| 2024 Q4 | REDUCED | 73,963 | -2,560 | -3.3% | 1.12% | $9.3M | $121.63 |
| 2024 Q3 | ADDED | 76,523 | +9,695 | +14.5% | 0.89% | $8.0M | $100.05 |
| 2024 Q2 | ADDED | 66,828 | +59,477 | +809.1% | 0.75% | $6.5M | $92.46 |
| 2023 Q1 | REDUCED | 7,351 | -413 | -5.3% | 0.09% | $645K | $79.53 |
| 2022 Q4 | REDUCED | 7,764 | -58,450 | -88.3% | 0.09% | $660K | $76.40 |
| 2022 Q3 | REDUCED | 66,214 | -22,766 | -25.6% | 0.79% | $5.2M | $70.32 |
As of 2025 Q4 — sorted by position size